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1999 South Bascom Ave Suite 700, Campbell, CA 95008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-06 |
Branch Locations
1999 South Bascom Ave Suite 700, Campbell, CA 95008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Seek First Inc | Campbell | CA | 06/2023 | Present |
| The Duck Dive | San Diego | CA | 02/2019 | Present |
| Coastwise Capital Group | La Jolla | CA | 10/2018 | 06/2023 |
| Pacific Terrace Hotel | San Diego | CA | 05/2017 | 09/2018 |
| Lyft Inc | San Diego | CA | 01/2015 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-13 |
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